This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

IMPERITY WEALTH ALLIANCE LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Sep 1, 1984earliest registration or exam on IAPD

Years in industry

42derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

1

Current registrations

2

Registered states

1

Designations

Certified Financial Planner|Personal Financial Specialist

Exams

S63

First exam

Feb 20, 1992

First registration

Jun 30, 2021

Dual registered

yes, broker-dealer

IAPD individual key

2209431

• Occurred

  Sep 5, 2023
  Advisor changed firm

  Robert Nicholas Zerah left Principal Securities, Inc. for Commonwealth Financial Network (registered 2023-08-29)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:586797e8-a1cc-4fc4-b8dc-0e514d3f3280

First observed

Jun 30, 2021

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.